Almonty Industries: CEO’s Major Share Purchase Signals Strong Conviction

Almonty CA0203981034

Shares of Almonty Industries continue to demonstrate remarkable momentum, trading near record levels. The equity gained 1.46% to €9.04 on the Tradegate Exchange Friday afternoon, placing it just shy of its 52-week high of €9.16. This sustained strength follows reports of significant share acquisitions by the company's own Chief Executive Officer, an action widely interpreted as a powerful vote of confidence in the firm's future.

The core investment thesis revolves around operational progress in South Korea. Almonty commenced ore extraction at its flagship Sangdong mine in December 2025 and is now in a critical ramp-up phase. The market is currently pricing in a successful transition from project developer to a globally significant producer. This outlook is reflected in ambitious forward-looking metrics, with the estimated price-to-earnings ratio for 2026 standing at 52.24. Investors are clearly focusing on anticipated revenue growth from upcoming commercial shipments.

The CEO's decision to invest personal capital at these levels sends a clear signal to the market: management believes the company remains fundamentally undervalued, even after a staggering rally of over 500% in the past twelve months.

A Strategic Player in a Tight Market

Almonty's advancement coincides with a period of extreme tension in the global tungsten market. Prices for the critical metal have surged by more than 160% in 2025, driven by geopolitical strains and efforts to decouple supply chains from China. As a primary source of tungsten outside China, Almonty is a direct beneficiary of initiatives by the defense and semiconductor industries to secure their supply lines.

The company's strategic positioning was further enhanced by its expansion into the United States late in 2025 with the acquisition of the Montana Tungsten project. This move complements its existing European operations in Spain and Portugal, diversifying geopolitical risk and appealing to investors focused on supply security for critical raw materials.

Technical and Fundamental Catalysts Ahead

From a chart perspective, the stock is testing a key technical threshold. A sustained breakout above the €9.16 resistance level could attract additional momentum-driven buying interest.

All eyes are now turning to a crucial date on the calendar: March 19, 2026. Market participants anticipate the next corporate update on this day, which is expected to provide concrete production figures from the Sangdong operation and detail progress on integrating the U.S. asset. The coming period will be essential for Almonty to demonstrate it can operationally meet the high expectations now embedded in its share price.